AI Index / Marvell Technology, Inc.
Marvell Technology, Inc. (MRVL)
Marvell Technology, a semiconductor company, utilizes AI in its custom silicon and data center solutions, particularly for AI and accelerated computing applications. The company collaborates with Tier 1 cloud providers to develop multi-generational custom silicon for AI workloads, and its electro-optics products support high-bandwidth connectivity essential for AI-driven data centers. Marvell’s AI initiatives are used for advancing performance and efficiency in data infrastructure for cloud computing.
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Location: US
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Market Cap: $80.7B
link
https://www.marvell.com
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As investment in AI and accelerated computing continues to surge, Tier 1 cloud providers are increasingly focused on using custom silicon to improve their data center TCO and drive differentiation.
- Matt Murphy
Quotes from marvell Executives About Artificial Intelligence and Generative AI
AI has accelerated the cadence of new chip releases, resulting in shorter design windows and faster time to production, accompanied by significant increases in complexity with each new generation.
- Matt Murphy
Our AI custom silicon programs are progressing very well, with our first two chips now ramping into volume production.
- Matt Murphy
We expect the largest contributor to this growth will be our AI custom silicon programs as they begin to ramp meaningfully in the third quarter.
- Matt Murphy
...we outlined the large opportunity developing an AI and accelerated infrastructure... This strategy has led to an expansion in our data center TAM and increased phase of new product releases targeted at this market. As we outlined at our AI day, we plan to continue pivoting our resources towards what we believe to be a once-in-a-generation opportunity.
- Matt Murphy